MCWA
Meadow Creek Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
1,776
-1,242
| -41% | -$342K | 0.33% | 62 |
|
|
2025
Q1 | $801K | Sell |
3,018
-64
| -2% | -$17K | 0.6% | 40 |
|
|
2024
Q4 | $716K | Sell |
3,082
-109
| -3% | -$25.3K | 0.52% | 41 |
|
|
2024
Q3 | $704K | Buy |
3,191
+114
| +4% | +$25.2K | 0.56% | 40 |
|
|
2024
Q2 | $605K | Buy |
3,077
+252
| +9% | +$49.5K | 0.57% | 40 |
|
|
2024
Q1 | $608K | Buy |
2,825
+5
| +0.2% | +$1.08K | 0.42% | 53 |
|
|
2023
Q4 | $594K | Buy |
+2,820
| New | +$594K | 0.58% | 41 |
|
|
2022
Q3 | $493K | Buy |
2,782
+42
| +2% | +$7.44K | 0.65% | 36 |
|
|
2022
Q2 | $561K | Sell |
2,740
-148
| -5% | -$30.3K | 0.69% | 30 |
|
|
2022
Q1 | $687K | Buy |
2,888
+58
| +2% | +$13.8K | 0.75% | 28 |
|
|
2021
Q4 | $647K | Buy |
+2,830
| New | +$647K | 0.61% | 35 |
|
|
2019
Q4 | $477K | Buy |
+2,377
| New | +$477K | 0.66% | 54 |
|